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Altria Group

1,991 hedge funds and large institutions have $52B invested in Altria Group in 2024 Q3 according to their latest regulatory filings, with 187 funds opening new positions, 749 increasing their positions, 765 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 187 | Existing positions closed: 88

13% more capital invested

Capital invested by funds: $46.1B → $52B (+$5.86B)

4% more funds holding

Funds holding: 1,9141,991 (+77)

0.71% more ownership

Funds ownership: 58.88%59.59% (+0.71%)

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

2% less repeat investments, than reductions

Existing positions increased: 749 | Existing positions reduced: 765

17% less call options, than puts

Call options by funds: $676M | Put options by funds: $813M

Holders
1,991
Holders Change
+77
Holders Change %
+4.02%
% of All Funds
28.59%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
187
Increased
749
Reduced
765
Closed
88
Calls
$676M
Puts
$813M
Net Calls
-$136M
Net Calls Change
-$328M
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1451
Aaron Wealth Advisors
Illinois
$290K +$287K +5,681 New
OWP
1452
ORG Wealth Partners
Texas
$290K +$287K +5,678 New
TBNY
1453
Trustco Bank (New York)
New York
$290K -$51 -1 -0%
SN
1454
Sittner & Nelson
Oregon
$289K +$202K +4,000 +240%
KCM
1455
Kornitzer Capital Management
Kansas
$289K
PGAM
1456
Princeton Global Asset Management
New Jersey
$289K
VC
1457
Vicus Capital
Pennsylvania
$288K -$32.8K -648 -10%
EIA
1458
Edgemoor Investment Advisors
Maryland
$287K
FL
1459
Fort LP
Maryland
$287K -$13.4K -266 -5%
FFWA
1460
Forthright Family Wealth Advisory
Texas
$287K
TW
1461
Towerpoint Wealth
California
$287K -$23.4K -463 -8%
BCM
1462
Bienville Capital Management
New York
$286K
CAL
1463
Capital Analysts LLC
Pennsylvania
$286K -$54.7K -1,082 -16%
AWM
1464
Act Wealth Management
Texas
$286K +$12.1K +240 +4%
FCB
1465
First County Bank
Connecticut
$285K -$17K -336 -6%
CCA
1466
Clearwater Capital Advisors
Illinois
$284K +$282K +5,572 New
CFG
1467
Compton Financial Group
Maryland
$283K -$27.6K -546 -9%
AC
1468
AlphaCore Capital
California
$283K +$275K +5,437 New
SWIM
1469
Smallwood Wealth Investment Management
New Jersey
$282K -$75.6K -1,496 -21%
DCM
1470
Driehaus Capital Management
Illinois
$281K +$278K +5,500 New
MBI
1471
May Barnhard Investments
Maryland
$281K +$657 +13 +0.2%
AF
1472
Arrow Financial
New York
$280K -$2.78K -55 -1%
VIA
1473
Virtus Investment Advisers
Connecticut
$278K
WCF
1474
West Coast Financial
California
$278K
LIM
1475
Letson Investment Management
Georgia
$278K

MO Hedge Fund Activity: Q3 2024 in Review

1,991 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Altria Group (MO) for Q3 2024, worth a combined $52B — up 13% from $46.1B a quarter earlier.

Buyers outnumbered sellers: 187 funds opened new MO positions and 88 closed out — a net gain of 99 holders — while 749 added to existing stakes and 765 trimmed.

The largest buyer was BlackRock, adding an estimated $644M. The largest seller was Goldman Sachs, cutting an estimated $393M.

  • 1,991 institutional investors held Altria Group (MO) as of Q3 2024, up from 1,914 in Q2 2024.
  • Funds reported $52B of Altria Group stock for Q3 2024, up 13% quarter-over-quarter.
  • 187 funds opened new Altria Group positions in Q3 2024 and 88 closed out, a net change of +99 holders.
  • The largest Altria Group buyer in Q3 2024 was BlackRock, an estimated $644M added.
  • The largest Altria Group seller in Q3 2024 was Goldman Sachs, an estimated $393M sold.

Based on aggregated 13F filings for Q3 2024.